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Topel & Distasi Wealth Management, LLC: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Topel & Distasi Wealth Management, LLC on USRT, newest first. How the timeline and the estimate are built.

Topel & Distasi Wealth Management, LLC held 78,423 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,423 shares
    Change vs previous 13F -2,533 shares

    2.51% of the 13F portfolio, value $5,211,208.

    13F-HR 0001880087-26-000004 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,956 shares
    Change vs previous 13F +1,371 shares

    2.48% of the 13F portfolio, value $4,791,786.

    13F-HR 0001880087-26-000003 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,585 shares
    Change vs previous 13F +5,345 shares

    2.21% of the 13F portfolio, value $4,533,162.

    13F-HR 0001880087-26-000002 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,240 shares
    Change vs previous 13F +2,888 shares

    2.15% of the 13F portfolio, value $4,359,373.

    13F-HR 0001880087-25-000007 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,352 shares
    Change vs previous 13F -10,588 shares

    2.12% of the 13F portfolio, value $4,035,669.

    13F-HR 0001880087-25-000004 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 81,940 shares
    Change vs previous 13F +567 shares

    2.2% of the 13F portfolio, value $4,719,744.

    13F-HR 0001880087-25-000003 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 81,373 shares
    Change vs previous 13F +651 shares

    2% of the 13F portfolio, value $4,663,487.

    13F-HR 0001880087-25-000002 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,722 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,970,054.

    13F-HR 0001880087-24-000001 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).